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Narrow Your Focus to Seek Excellence - 4/1/25


You’ve probably heard companies use phrases such as: “We want to go from being good to great.”  Maybe they’ve said: “We strive for perfection, and although we’ll never reach perfection, maybe we can achieve excellence along the way.” These organizations find some kind of a catch phrase or slogan, but Read more

Avoid the Unfriendly Ghost - 3/25/25


Last week we talked about the qualities of “PERKI Customer Service,” essentially what attitudes and actions are characteristics of those who provide great customer service.  This week, let’s take the opposite approach.  What are some of the mistakes that people make?  Maybe these are mistakes of omission or commission; Read more

PERKI Customer Service - 3/18/25


After having worked on hundreds of projects over the years with thousands of thousands of individuals, some things become pretty clear. There are certain traits held by people who are great in customer service.  Look at this list, and do a self-assessment.  Which apply to you? Positive and Patient Do you Read more

It Helps to Downshift - 3/11/25


One of the first tips I heard when I was learning how to drive related to what to do when the brakes fail - downshift.  Shifting into a lower gear can slow down a moving vehicle.  I would explain this in technical terms to you, but considering I’m not Read more

Patience is… - 3/4/25


Patience is a…pain in the neck.  Why is it so hard to be patient?  Those of us who work in customer service know that we constantly have to show patience with our customers.  We’re ready to move to the next step or the solution because we’ve heard this issue Read more

Everybody Doesn’t - 2/25/25


Joey received the compliment, but he was confused.  Paula, his boss, and Joey had their monthly one-on-one meeting, and Paula noted that, although he was new, Joey was already doing a great job!  While there were learning curves on some of the organizational policies and the technology that he Read more

A Simple Phrase to Transform Your Customer Feedback Approach - 2/18/25


I went to a restaurant called Big Ed’s (no relation) in Raleigh, NC recently.  It’s basically country cooking with fantastic breakfast options!  On the menu there was a quote that said: If you enjoyed your meal, tell a friend.  If not, please tell us. That was an excellent statement that embodies Read more

What Phones and Football Have in Common - 2/11/25


Congratulations!  You made it through weeks/months of hype for football’s Super Bowl!  You made it through hundreds of pregame shows and podcasts, endless debates on things endlessly inconsequential, 10 hours of pre-game shows on Sunday, what seems like 100 commercials designed specifically for the “Big Game,” and the longest Read more

Create Awareness of Alternatives - 2/4/25


Sandy was hungry, and she was on the move.  Driving between meetings, she saw the restaurant sign and pulled in.  The fast-food restaurant had two drive-thru lanes.  One was for any customer who wanted to place an order on the spot. The other was for mobile orders only.  The Read more

Listen with Your Eyes - 1/28/25


Out of the corner of his eye, Patrick saw the customer enter the lobby.  The customer was carrying a large shoulder bag with several papers in her hand.  The customer was shuffling the papers and looking down; then she stopped, looked up, and saw the staff navigator sitting at Read more

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From Employees to Teammates: The Shift – 6/11/24

Posted on June 11, 2024 in Customer Service Tip of the Week Please leave a comment

Be a great teammate. Be a good team player. We’re all part of the team. We’re no longer employees, we’re team members!

The phrase “Team” is used in describing co-workers so much more than it was used years ago.  Then, we would be talking about employees, talking about staff, talking about divisions or departments or agencies.

But today, we’re all asked to be part of a team.  But what does that really mean, particularly in customer service?

Attitude and Empathy:  Much of what goes into being a good teammate relates to the attitude that you bring. You’re part of a group dynamic with the others on your team.  Try to convey an attitude of positivity rather than negativity or apathy.  Talk about what you get to do as opposed to what you have to do.  Consider the impact of your role or responsibilities on teammates by understanding their roles and responsibilities, their priorities.  Bring empathy to your team.

Communication and Collaboration:  Convey what you know, not hiding information to garner power.  Work with others, not purely working in silos.  Most issues in work – and to some extent in life – boil down to communication.  And it’s easier to work toward a common goal if you communicate well and collaborate.

Actions and Accountability:  With 11 players on a football field, a pro football coach often talks about how his players need to “do their 1/11th.”  He means two things by this; first, don’t expect others to do your work for you.  Make sure you’re pulling your weight.  Second, try to get your job done before you wade too much into the waters of others’ responsibilities.  If we try to do others’ jobs without trusting them to do theirs, there’s always a chance we don’t do ours well, and we could also alienate those teammates.  Accountability?  When you mess up, acknowledge, apologize, learn from it, and move on.  We’re better teammates if we complement our responsibilities with our accountability.

Intentionally shift from employee to teammate.

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Nurture New Relationships – 6/4/24

Posted on June 4, 2024 in Customer Service Tip of the Week Please leave a comment

Freddie was a new business owner in town.  He was launching a franchise, had acquired some funding from a local bank, and was in search of staff who cared about customer service.

All the while, he was in the process of renovating a storefront for his business, so he was dealing with the local municipality a lot on plans and inspections.  But to Freddie, the process was shockingly easy.  Well, maybe the process wasn’t easy, but going through the process was easy.

For the most part, submitting plans through the web portal, getting comments on plans and getting inspections scheduled and conducted was typical. Getting results of the inspections and correcting issues – these were all fairly standard processes – sometimes cumbersome, sometimes clunky or not self-evident.

The Secret Weapon

But Freddie had a secret weapon; the municipality in this community had a navigator position.  This was essentially a governmental point person to help business owners and developers work through all the different processes that they had to deal with for remodels, renovations, new development, etc.  No matter what area of the city or county that Freddie was dealing with, the navigator helped him through the process.

The navigator not only met with Freddie upfront when he first submitted his plans, but the navigator conducted what was akin to an onboarding session like you would do for a new employee.  The navigator set up bi-weekly calls with Freddie to ensure he was on track, and would have as-needed communications to help through issues.

See Him as an Individual

The navigator learned about Freddie as well as learning about his project.  The navigator would send Freddie information in advance of when he needed it to help him to prep for the next step and make sure he kept things on time and on budget.

The navigator’s name was Helen.  And while this seemingly fairy tale experience did not end with the main characters getting married, it did end with Helen having started and nurtured a relationship on behalf of the municipality with the new business owner.

Think about the new customers you have and how they and their needs are so different than those of your existing customers.  Intentionally map out a process and approach to help them navigate any pitfalls.  Dedicate resources to onboard these clients, nurture relationships, and grow your business by helping them to grow their success with a great customer experience.

Nurture New Relationships.

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There’s Positivity in Patience – 5/28/24

Posted on May 28, 2024 in Customer Service Tip of the Week Please leave a comment

The employee at the financial services firm was working with a new client on a relatively simple loan.  The documentation was about as clear as it could get to the employee, but the customer had lots of questions.  The employee calmly, clearly, and specifically answered each question.  The meeting took a little while longer than normal, but all the paperwork was completed right the first time, and the customer walked away feeling comfortable with what they did and confident in the company.

The nurse dispenses meds to many patients every day, and she always puts the pills in a little cup for the patients to take; but one patient is much more receptive to taking the meds if they’re put in a spoon.  So, the nurse makes sure that, for that one patient, there’s a spoon available.  It takes a few extra seconds to get the spoon, but the patient is less hesitant to take the medication, and the encounter is much more pleasant.

The high school central office staff person is answering call after call. The questions are usually pretty simple, or she quickly identifies where to route the call.  Despite the many calls she gets, with each one, she slowly and pleasantly introduces herself, notes the area she’s located, and makes a warm greeting to the caller.

Each employee is being patient.  Each has a task to do, and they could spend less time doing it in the moment, but the experience would not be as good from the customer’s perspective.  The perception of the employee would not be as positive.  And the total time required to handle those encounters, could easily be longer if the employee was not so patient.

For example, maybe the financial services person would need a second meeting because the customer didn’t feel comfortable with how the Q&A was going.  Maybe the nurse would have a longer and more challenging conversation with the patient, trying to get her to take the meds out of a cup.  Maybe that caller into the central office gets transferred incorrectly, and it wastes a co-worker’s time because the central office staff person was trying to move the call along too quickly.

Rarely does patience hurt the customer experience in the short-term, and it will infrequently take up excessive company resources in the long-term.

Convey a little extra patience to create a little more positivity.

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